Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Melanson is a financial advisor at Osaic Wealth, Inc., with over 20 years of experience in the financial services industry. Alan holds the Series 6, 7, and 66 licenses and is a Certified Financial Planner™. Alan has worked with a variety of clients, including individuals, families, businesses, and retirement plans. Alan is committed to providing personalized financial advice and helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
MA
03/25/2014 - 05/27/2016
ONEAMERICA SECURITIES, INC. (WEST HARWICH MA)
MA
05/08/2013 - 02/18/2014
MML INVESTORS SERVICES, LLC (PLYMOUTH MA)
MA
01/04/2010 - 04/29/2013
SIGNATOR INVESTORS, INC. (BOURNE MA)
MA
05/24/2007 - 12/18/2009
THRIVENT INVESTMENT MANAGEMENT INC. (WEST HARWICH MA)
MA
03/04/2003 - 05/04/2007
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (BOSTON MA)
MA
05/01/2000 - 03/04/2003
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
MA
04/08/1999 - 05/10/2000
SUN LIFE OF CANADA (U.S.) DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
BOTH
Issued 08/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/01/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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